About Prosperity IFA

Prosperity IFA is a firm of independent financial advisers dedicated to delivering unbiased financial advice and in a way that suits you, the client. We are based in Crowborough and are mainly active in the Tunbridge Wells area.

Personal service lies at the heart of the Prosperity IFA approach.

Our advisers have been helping clients navigate complex financial markets for many years and our business has evolved through client recommendation.

We offer impartial advice of the highest quality. Our highly skilled financial advisers use the latest technology which can search, monitor and manage funds, both domestically and across the globe, which means we can meet all of our client’s financial needs both on a personal and a corporate level and achieve their objectives in the most cost-effective way.

With the seemingly endless options available on the market, we can advise and guide our clients so that they are certain that any investment, pension, mortgage, healthcare, or insurance decision they make is the best for them.

Our Expert Team

Our advisers and servicing team are committed to delivering an excellent customer experience for all our clients. Many client-adviser relationships are long lasting and we work with you as your needs, both personal and commercial, change.

Simon Munday

Founder & Independent Financial Advisor

Simon founded Prosperity IFA in 2012 after nearly 10 years working within financial services – looking after both commercial businesses banking needs for Barclays and Natwest and managing Investment Portfolios at RBS and Edward Jones. Simon has grown the company from strength to strength over the past few years.

See Simon’s reviews by clicking on the image below.

Andrew Brady

Director and Independent Financial Advisor

Andrew joined Prosperity IFA in September 2012 after 12 years at Nationwide Building Society, where he was responsible for providing clients with investment solutions through a range of products, protecting clients lifestyle’s and providing retirement solutions through pensions and annuities. He has recently become a director of Prosperity and continued to grow the business by building strong relationships with clients and offering unbiased and bespoke solutions to clients financial goals.

Mark Grunwell

Chartered Financial Planner

Mark has over 35 years of experience within the commercial and investment banking sector, working for large corporates as well as offering expert Independent Financial Advice. He is qualified professionally to the highest educational standards to work across Pensions, Investments, and Mortgages, and can offer not only comprehensive financial advice, but a fantastic holistic personal service. This is enhanced by his own life experiences and his ability to empathise both emotionally and financially with the needs of his clients.

Ryan Allen

Independent Financial Advisor

Ryan has worked in the Financial Services industry for the past 10 years. Using his wide experience he is committed to offering every client excellent personal service, working with them to make sure he understands their individual needs and working hard to achieve each client’s individual financial goals.

Ryan has an in-depth knowledge of the mortgage market and lenders criteria, underpinned by the ability to provide a quality financial planning service and up to the minute market information in the ever changing and evolving financial sector.

Ryan is currently working towards his level 6 Chartered Qualification.

Sophie Cheek

Administrator

Andy Schleider

Paraplanner

Andy has over 20 years’ experience in the financial services industry and has worked for respected corporate companies and smaller independent practices. During this time he qualified and actually practiced as a financial adviser but decided that he was more suited to a technical/analyst role.
He joined Prosperity in February 2018 as a Paraplanner and is currently working towards his Chartered qualification.
A keen cyclist, he is a member of a local cycling club and has taken part in the Prudential RideLondon-Surrey 100 every year since 2015.
Qualifications:
DipPFS – Diploma in Financial Services (Chartered Insurance Institute)
CeMAP – Certificate in Mortgage Advice & Practice (Institute of Financial Services)

Tracy Riches

Mortgage Advisor

Tracy started her career at Halifax as a mortgage processer and later progressed to deal with Key Accounts in 2000. Using this experience Tracy then moved on to be a broker working within major high street agents and most recently Countrywide.
Tracy has over 18 years’ experience within the mortgage industry helping both first time buyers to professional landlords, including buy to let and remortgage clients.
Tracy prides herself on offering a personal, no pressure experience using her knowledge of the mortgage market to assist anyone the best that she can.
Tracy looks forward to being your local advisor in the Maidstone and Medway area and offers flexible appointment times to suit your requirements and welcomes your enquiry.Qualifications
CeMap – Certificate in Mortgage and Practice (Level 3) – Institute of Financial Services</h6

Levi Bonnet

Client Relations Manager

Prior to joining Prosperity IFA, Levi worked within the construction industry for 8 years before starting his own business in 2015.
Levi has always had a strong interest of the financial markets and began studying the relevant qualifications to become an Independent Financial Advisor in 2017 whilst running his business.
Beside his studies, Levi gained the position of Client Relations Manager and is responsible for providing clients with a valuable service and creating and maintaining business relationships.